- Neuberger Berman (New York, NY)
- …so users can confidently consume data and insights at scale. **Key Responsibilities** + Lead and develop a team of functional business analysts supporting EDM ... We're seeking a Senior Product Manager to lead the Enterprise Data Management (EDM) User Success...the Enterprise Data Management (EDM) User Success & Enablement team -a firmwide function that drives user success, adoption, and… more
- SMBC (New York, NY)
- …the scheduled closing date. + Collaborate with the KYC Client Management team to ensure full onboarding of entities before closing. + Periodically request ... post-closing deliverables from external parties. + Support the Team Lead on high-level projects and initiatives. + Mentor and train junior staff, fostering a… more
- SMBC (New York, NY)
- …and resolve any closing-related challenges. + Partner with the KYC Client Management team to ensure full onboarding of all entities prior to closing. + ... post-closing documentation requests and follow-ups with external stakeholders. + Support the Team Lead on strategic initiatives and high-impact projects. +… more
- SMBC (New York, NY)
- …as needed. + Support additional responsibilities and initiatives as assigned by the Team Lead . + Thrive in a high-volume, fast-paced, market-driven environment ... Deal Team to meet scheduled closing deadlines. + Coordinate with internal KYC team members to confirm all onboarding approvals are in place prior to closing.… more
- SMBC (Jersey City, NJ)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... and industry best practices. Within the larger Finance Change team , the Data Governance team , namely the...approvals from data owners and data stewards, completing the onboarding templates as required by the CDAO office +… more
- WTW (New York, NY)
- **Description** The Client Onboarding Team Leader will be responsible for delivering an exceptional client experience at the outset of a new prospect or ... client relationship through a dedicated client onboarding team . This role will help ensure that the Team delivers to the Client an efficient and… more
- JPMorgan Chase (New York, NY)
- …F&BM, and play a critical leadership role driving strategic business management across Client Onboarding . In this role, you will partner directly with C-suite ... enterprise-wide priorities, financial discipline, and transformational initiatives. You will lead high-performing teams, act as a trusted advisor to executive… more
- JPMorgan Chase (Jersey City, NJ)
- … team as a strategic, analytical, and energetic professional supporting the Client Onboarding & Documentation business. This high-impact role ensures senior ... and create impactful analysis to assist in developing business strategy. + Lead data-driven analyses to provide transparency and enable decision-making. + Structure… more
- Justworks (New York, NY)
- …relationships with sales teams, collaborating closely to ensure alignment and success in client onboarding . + Proactively monitor and manage timelines to ensure ... the entire onboarding process to ensure a seamless experience for client administrators. You embody a proactive, service-first approach, anticipating client … more
- Neuberger Berman (New York, NY)
- **Position Overview** The Fund Onboarding Team is responsible for managing the implementation of new products, institutional client mandates, portfolio ... and coordinating all setups required to close deals and implement funds. The Onboarding team identifies the requirements for the launches, designs solutions and… more
- JPMorgan Chase (New York, NY)
- Lead the design strategy for innovative, inclusive, and user-friendly experiences across our product offerings. Shape the future of user experience by driving ... user insights. As the Experience Design Vice President in Customer Acquisition & Onboarding , you will define UI systems, reusable patterns, and the design framework… more
- Insight Global (New York, NY)
- …Manager/Senior CSM in payments or fintech * Implementation Manager/ Onboarding Lead for enterprise clients * Management consulting ( client delivery, digital ... * Drive resolution for escalations and ensure successful outcomes Team Leadership * Lead a team...solution specialists and implementation advisors * Coach and develop team members to support high client satisfaction… more
- BGB Group (New York, NY)
- …category/brand awareness and growth. Position Overview We are seeking a seasoned VP, Client Services to lead account management excellence for BGB's new ... Client Engagement & Relationship Building + Act as a senior client -facing representative during pitches, early-stage meetings, and onboarding conversations. +… more
- BlackRock (New York, NY)
- …to create the necessary plans and trackers, and coordinate resources and updates + Lead future state architecture sessions with client teams, to drive project ... platform and its robust capabilities in data integration and onboarding - which include file-based mechanisms, APIs, and the...APIs, and the Aladdin Data Cloud. This is a client -facing position offering an opportunity to collaborate with a… more
- Cengage Group (New York, NY)
- …Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery ... and performance data to find opportunities for improvement. + Lead and direct operations team to achieve...addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client … more
- BlackRock (New York, NY)
- …drive long-term growth. **Responsibilities include:** + **Strategy & Vision** : Define,designand lead the client success strategy for a high-volume, tech-led ... Team Building & Leadership** : Recruit, develop, and scale a global high-performing Client Success team , with clear career paths and structured training. +… more
- JPMorgan Chase (New York, NY)
- … Client Success Manager within Chase Media Solutions, you will report to the Client Success Team Lead and foster strong relationships with clients through ... teams including sales, operations and analytics to onboard, execute and deliver client campaigns + Lead onboarding process for new clients + Respond to … more
- Publicis Groupe (New York, NY)
- …processes related to billing verification, financially reporting, and audit compliance + Lead team responsible delivering various financial documents such as ... Client Operations will be part of a growing Client Operations team on a well-known ...accuracy of work completed by Supervisor/ Sr. Associates + Lead Supervisor and Sr. Associate's career development via teaching… more
- Publicis Groupe (New York, NY)
- …achieving the agency's financial goals for the client . **Responsibilities** + Lead a cross-functional team and provide outstanding client leadership ... https://www.marsunited.com/. **Overview** We're looking for a Senior Vice President, Client Leadership to lead several clients across...team and providing outstanding leadership to the assigned client while… more
- Allied Universal (New York, NY)
- …impacts the communities and customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead operations for a large commercial real ... in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools, and...+ Communicate high service level expectations consistently to the team to ensure client and employee satisfaction… more
